One file per client
The details, the history of conversations, the documents and the invoices are all on the same screen. No more asking colleagues what was discussed last time.
Clients and relationships
Everything about the client relationship, in a single file
The group covers the path before and after the sale: the opportunity that comes in, the record that gathers the history, the support after delivery and the feedback that shows where clients are lost. Every interaction stays on the client record, not in a colleague inbox.
The client gets their own access
Through the portal, the client sees the quotes to sign, the invoices to pay, the documents and the appointments, without asking anyone.
Nothing is lost when a colleague leaves
The history stays in the platform, not on the laptop or in the personal mailbox of the employee who leaves.
Feedback collected automatically
Surveys and review requests go out by themselves after a delivery or a job, and low scores raise an alert on the spot.
The modules in this group
The nine client relationship modules
Each module has its own dedicated page. They are all part of the same installation and use the same database, so information moves without import and export.
Client management
A 360 client record: details, interaction history, documents and invoices on one screen. You see everything that has happened with a client. Module details
Lead management
Create, segment and track every sales opportunity, from the first contact through to conversion or the reason it was lost. Module details
Partners
Suppliers, subcontractors and partners, with contracts, negotiated prices and performance reviews. The B2B side, kept separate from clients. Module details
Customer support
Tickets with a priority and an owner, filtered by stage. Incoming requests are no longer scattered across email and phone. Module details
The client portal
A dedicated link for each client, with quotes to sign, invoices to pay, documents, appointments and support requests. Module details
Satisfaction surveys
Questionnaires sent automatically after a delivery or a job, with the answers on the client record and an immediate alert on low scores. Module details
Review automation
Review requests sent automatically after a payment, after a quote or after a lost lead, so you learn the reason while it is fresh. Module details
Smart reminders
Notifications for deadlines coming up, with quick actions straight from the notification, without opening the module. Module details
Documentation
Warranties, guides, data sheets and manuals, organised and searchable, available to the team and to clients without exchanging emails. Module details
The rest of the platform
The other module groups
Client relationships is one of five functional groups. They are all installed together and use the same database.
Sales and quoting
Pipeline, quotes, invoicing, collections, e-invoicing and purchasing. The path from opportunity to money in the account. See the group
Operations and team
Calendar, tasks, stock, service jobs, events, HR with timekeeping and recruitment. The daily running of the company. See the group
Communication and integrations
Email, WhatsApp, webhooks and APIs to the online shop or to the programmes you already use. See the group
Reports and automations
Dashboards, financial reports and automations that fire on an event in the platform. See the group
Frequently asked questions
Answers about the client relationship modules
How the modules connect to each other and what stays under your company control.
How does the clients module differ from the leads module?
A lead is an opportunity that has not been qualified yet: a form submitted, a call received, a request for a quote. A client is someone the company already works with. Converting a lead creates the client record, with the whole history preserved.
What does the single client record contain?
The identification details, the interaction history, the documents issued and the invoices, on the same screen. Everything that happened with that client is visible without opening another module.
How does the partners module differ from the clients module?
Partners are the suppliers, subcontractors and collaborators, the people you buy from or work with on projects. They have their own contracts, negotiated prices and performance reviews, kept separate from the client base.
What can a client do in their own portal?
They open their link and see the quotes to sign, the invoices to pay, the documents and the appointments. They can also send a support request, without a phone call and without an email.
How do the satisfaction surveys work?
The questionnaire goes out automatically after a delivery or a job. The answer is saved on the client record, and a low score raises an immediate alert, before the dissatisfaction becomes public.
Do the review requests go out by themselves?
Yes. They fire after a payment, after a quote has been sent, or after a lead is marked as lost. In the last case you learn the reason while the decision is still fresh.
What do the smart reminders do?
They flag deadlines that are coming up, with quick actions straight from the notification. They do not depend on anyone remembering, and they do not require opening the module to mark something as done.
Can I restrict employee access to certain records or documents?
Yes. The platform has roles and permissions, through which you set which modules and which categories of data each user can open.
Where is client data stored?
On your own server. The platform is installed on the company infrastructure, so the client base, the contracts and the commercial history never reach servers shared with other companies.
Can the modules be used from a phone?
Yes. The interface is responsive, and a sales person at a client site can open the record, note the conversation and log a support request straight from the field.
No monthly subscription
Client relationships, on your own server
We install Zarina CRM on the company hosting, configure it around your own workflow and train your team. From that moment the application becomes an asset of the company, not a recurring expense.